Stephanie Roth

speaker

365 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Stephanie Roth’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth · 15 Jul 2026 podcast

I think they could be in a scenario where they're okay with two to two and a half.

Yeah.

And that would be, that I think is a more appropriate change.

And realistically, you're right.

They're not going to come out and say, we've changed our target, but they could potentially, if they're cutting at the end of 2027 and inflation is still probably not back down to 2%, you know, that could be a signal of that.

But if they did it this year-

And it's almost impossible for the year-over-year inflation to get back down to anything that's palatable.

But I think even if they don't end up cutting this year, if they don't end up hiking, that would be easing for the market.

And that would be an environment where rates will end up coming down because hikes are priced in to the market.

So they have to get priced out, which would mean rates come down and that would ease financial conditions and help markets.

And that would be one of the most positive scenarios I think you could sort of argue for in a situation where inflation just naturally cools over the summer.

The labor market data stays solid.

The Fed has no urgency to hike.

If we get past the September meeting, they don't end up hiking.

Then they probably don't have to go at all because that just means the data have been cooperating.

Chances are it will still continue to cooperate.

The back part of the year tends to have lower inflation than the beginning part of the year.

And then you're probably out of the woods of that.

And then the market can start thinking about when can the Fed actually be cutting.

I think if they cut rates and it's seen, like, let's say, incredibly unlikely, let's just say the July meeting or September meeting, they come in and they cut rates unexpectedly.

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